🔧 Section 1: The Problem
Why Most Professionals Struggle With Follow-Up
You do great work—but once the service is delivered?
❌ Clients drift
❌ Reviews don’t get requested
❌ You lose touch until tax season (or never)
❌ Opportunities for referrals and retention slip away
And the worst part?
You don’t even know who you forgot to follow up with.
Without a structured system, your best clients disappear quietly and your growth stays stuck in one-time sales.
🛠️ Section 2: The Solution
We Set Up Your Follow-Up and Review System
We create a rhythm of connection that keeps clients engaged, appreciated, and coming back without you lifting a finger.
Here’s how:
✔ Post-Service Review Requests
We set up timed automations (or task reminders) to:
Ask for Google Reviews
Capture testimonials
Thank clients for trusting you
All triggered naturally—never pushy, always human.
✔ Personal-Looking Check-In Emails
We write and automate friendly check-ins like:
“Just checking in—how did it go?”
“Need anything else this month?”
“Reminder for next quarter’s prep”
They feel personal, not like marketing blasts.
✔ Recap Newsletters for Events and Client Wins
We build light-touch newsletters that highlight:
Successful projects
Upcoming deadlines
Seasonal tips
Wins in your community or industry
Keep showing up even when you're not selling anything.
✔ Optional VA Support to Run It For You
No time to send or manage follow-up?
We’ll do it for you, using your system, your tone, your brand.
So your clients feel seen, and you stay top-of-mind.
📈 Section 3: The Result
Better Retention, Stronger Referrals
Once your follow-up system is running, you get:
More client reviews
More repeat business
A stronger brand reputation
Higher client lifetime value
A community that remembers you—and refers you
You stop losing clients to silence.
You start building loyalty by design.
And your business begins to grow without chasing it.
